The client, the referring lawyer or paralegal and the lawyer or paralegal accepting the referral must complete and sign a standard referral agreement , in the form provided by the Law Society. (PDF * Download PDF and open in Adobe to complete and save the form) / (Word)

The account to the client must clearly indicate the amount of the referral fee.

The client must sign an acknowledgement for the referral payment at the time the payment is payable or paid.

Lawyers and paralegals must record referral fees paid and received in their books and records and report on referral fee practices in the annual reports they submit to the Law Society.

The above requirements and transparency measures do not apply to enforceable referral agreements entered into before or on April 27, 2017.